4J Wealth Management LLC
CIK: 0001840775SEC EDGAR →
Portfolio Value
$174.7M
Holdings
98
As of
Q4 2025
New Positions
98
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 38,297 | $26.2M | 15.01% |
| 2 | T ROWE PRICE ETF INC | 497,448 | $17.2M | 9.82% |
| 3 | T ROWE PRICE ETF INC | 279,558 | $10.7M | 6.12% |
| 4 | BLACKROCK ETF TRUST | 145,895 | $8.9M | 5.08% |
| 5 | T ROWE PRICE ETF INC | 149,231 | $7.7M | 4.39% |
| 6 | BERKSHIRE HATHAWAY INC DEL | 13,474 | $6.8M | 3.88% |
| 7 | ISHARES TR | 54,012 | $6.4M | 3.69% |
| 8 | T ROWE PRICE ETF INC | 183,711 | $6.0M | 3.42% |
| 9 | NVIDIA CORPORATION | 29,373 | $5.5M | 3.14% |
| 10 | INNOVATOR ETFS TRUST | 135,531 | $5.2M | 2.95% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (98)
$26.2M · 38K shares
$17.2M · 497K shares
$10.7M · 280K shares
$8.9M · 146K shares
$7.7M · 149K shares
$6.8M · 13K shares
$6.4M · 54K shares
$6.0M · 184K shares
$5.5M · 29K shares
$5.2M · 136K shares
$4.7M · 17K shares
$4.2M · 13K shares
$2.9M · 13K shares
$2.6M · 32K shares
$2.5M · 37K shares
$2.3M · 5K shares
$2.2M · 4K shares
$2.2M · 93K shares
$2.1M · 86K shares
$2.1M · 88K shares
$2.0M · 4K shares
$2.0M · 46K shares
$1.9M · 22K shares
$1.7M · 34K shares
$1.6M · 12K shares
$1.5M · 3K shares
$1.5M · 13K shares
$1.1M · 4K shares
$1.1M · 2K shares
$1.0M · 8K shares
$994K · 41K shares
$963K · 5K shares
$877K · 16K shares
$877K · 1K shares
$864K · 17K shares
$836K · 8K shares
$819K · 36K shares
$816K · 1K shares
$800K · 22K shares
$777K · 2K shares
$751K · 22K shares
$743K · 29K shares
$730K · 2K shares
$716K · 4K shares
$693K · 14K shares
$639K · 6K shares
$590K · 6K shares
$572K · 2K shares
$551K · 12K shares
$517K · 2K shares
$516K · 10K shares
$495K · 4K shares
$492K · 9K shares
$487K · 10K shares
$482K · 10K shares
$477K · 359 shares
$472K · 1K shares
$470K · 22K shares
$462K · 2K shares
$450K · 2K shares
$427K · 837 shares
$418K · 6K shares
$408K · 1K shares
$384K · 1K shares
$382K · 4K shares
$358K · 1K shares
$346K · 402 shares
$334K · 15K shares
$333K · 1K shares
$326K · 14K shares
$324K · 2K shares
$319K · 3K shares
$318K · 1K shares
$316K · 484 shares
$295K · 2K shares
$293K · 3K shares
$291K · 6K shares
$283K · 2K shares
$280K · 2K shares
$280K · 12K shares
$279K · 4K shares
$273K · 7K shares
$269K · 1K shares
$253K · 744 shares
$252K · 10K shares
$249K · 5K shares
$246K · 1K shares
$243K · 738 shares
$243K · 501 shares
$238K · 222 shares
$238K · 2K shares
$235K · 7K shares
$232K · 3K shares
$223K · 2K shares
$213K · 680 shares
$211K · 434 shares
$209K · 4K shares
$204K · 3K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 57 | $124.8M | 71.4% |
| Technology | 6 | $15.4M | 8.8% |
| Unknown | 8 | $12.8M | 7.3% |
| Communication Services | 4 | $6.8M | 3.9% |
| Consumer Cyclical | 5 | $6.1M | 3.5% |
| Industrials | 5 | $3.5M | 2.0% |
| Energy | 2 | $1.8M | 1.0% |
| Healthcare | 6 | $1.7M | 1.0% |
| Utilities | 4 | $1.4M | 0.8% |
| Consumer Defensive | 1 | $346K | 0.2% |